Tag Archives: Communication

Being Your Own Boss with Curtis Cottle (Ep. 51)



Have you ever felt like a general 9-5 office job may not be for you? Wondering what it would be like to work for yourself and manage your own business defined by your rules and processes?

Then self-employment might be the direction for you. 

Although managing your own business may seem like a never-ending process of delegating, coaching, and managing, there are a number of benefits to this type of employment, including being your own boss. 

In this episode, local investment advisor representative and licensed insurance professional Curtis Cottle joins Brad Swineheart to explain how he kick-started his career in the retirement and financial services industry. Curtis also sheds light on the processes he has integrated into his business model as a first-time entrepreneur. 

Curtis discusses: 

  • How to know if self-employment is right for you
  • Ways he has been implementing education, marketing, workshops, and seminars within his business 
  • How the pandemic impacted the way he connected with clients and prospects 
  • What people don’t tell you about starting a business from the ground up
  • The power of coaching and how it can benefit your team and business
  • And more!

Resources:

Connect with Curtis Cottle:

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About Our Guest:

Local investment advisor representative, and licensed insurance professional, Curtis Cottle, is highly achieved in business and finance. Many pre-retirees and retirees have been served and educated on how to potentially preserve their assets, increase their income and reduce their income taxes.

In 2011 Curtis qualified for the Top Producers Escape sponsored by Insurance Agency Marketing Services, Inc. Here, he was recognized for being in the top 5% of all producing agents. When he first qualified, he was the youngest ever to have achieved this degree of recognition. Curtis is also a featured local speaker helping retirees and pre-retirees with seminars focused on how to Optimize Your Social Security Benefits.


The Power of Coaching for Financial Advisors with Jamie Hopkins, MBA, CFP®, LLM, CLU®, CHFC®, RICP® (Ep. 50)



Advisor success often leads to new problems:

For example, when running our own business, it is natural to want to step into each business role to stay true to the brand we are creating. Although admirable, it is almost impossible to manage every single process.

By delegating, coaching, and offering your expertise in certain areas to new hires, you can sit back and focus on the aspects that matter, bringing in new prospects and managing the business the way you see fit.

In this episode, Brad Swineheart speaks with the managing partner of wealth solutions at Carson Group, Jamie Hopkins. Jamie explains how growing a business starts with handing off jobs to employees while detailing the value of failing to grow and succeed. 

Jamie discusses: 

  • How to determine if your employees are benefiting your business 
  • The power of delegating, especially in a new business environment
  • Key factors to look for when recruiting new employees
  • The importance of promoting growth within your business
  • And more!

Connect with Jamie Hopkins:

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About Our Guest:

Jamie Hopkins is the Managing Partner of Wealth Solutions at Carson Group, a national wealth management firm that offers coaching and partnership to financial advisors. A nationally recognized writer, researcher, and educator, Jamie is a regular contributor to Forbes, InvestmentNews, and MarketWatch. He has been published in dozens of financial, educational, and legal journals, and he’s the media’s go-to expert on retirement income planning and tax law.




What now? Here’s What You Need to Know About Seminars with Frank Maselli (Ep. 49)



When looking to attract new clients, it is vital to understand what the landscape looks like before you jump back into the same old prospecting routine.

By strengthening presentation skills, many advisors have learned how to communicate effectively both in person and virtually to connect with prospective clients, creating loyal connections for the years to come. 

In this episode, Brad Swineheart speaks with Frank Maselli, best-selling author, award-winning keynote speaker, and coach at White Glove. Frank shares must-know public speaking techniques while explaining his approach to helping advisors shape and sharpen the work they do through seminars and information sessions. 

Frank discusses: 

  • The role of emotions when it comes to connecting with new clients 
  • Exactly how to deliver an engaging presentation and seminar
  • Storytelling as a seminar asset 
  • How to build a foundation of trust among prospective clients
  • How online webinars have changed the environment of financial services
  • The value of having an online presence in today’s business world
  • And more!

Resources:

Connect with Frank Maselli:

Connect with WhiteGlove:

About Our Guest:

Frank Maselli is a 3X best-selling author and an award-winning keynote speaker and coach in the financial services industry. For over thirty years, Frank has helped thousands of financial professionals grow and enjoy their business with modern skills that resonate with today’s clients. His programs are founded on deep expertise in human psychology, and he is renowned for his cutting-edge thinking and his electrifying (and entertaining) delivery.




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43. Reeling in New Clients with Ed Slott



When looking for new potential clients or new ways to engage with your current clientele, it is extremely important to make sure you are going that extra mile to create solid relationships that will last a lifetime. 

Meeting your clients face-to-face or being available to talk through their concerns whenever they arise is an important part of fostering solid relationships. 

In this episode, Brad Swineheart speaks with Ed Slott, CEO of Ed Slott and Company of IRA experts ready to help you with all of your financial goals. Ed discusses how he has connected with new prospects and the important things advisors should know when creating lifelong business relationships. 

Brad and Ed discuss: 

  • Virtual programs they offer to their clients
  • The connection a face-to-face chat with new prospects 
  • How technology has elevated our online experience 
  • The importance of having a financial advisor
  • And more

Connect With Ed Slott:

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42. Navigating Your Brand Presence on Social Media with Marc Rogers



When looking for new potential clients or new ways to engage with your current clientele, it is extremely important to position yourself online so that you are easily accessible. 

Connecting with clients through social media is essential in furthering your current client relationships.

In this episode, Brad Swineheart speaks with Marc Rogers, founder of Producers Prospect, a one stop solution for financial professionals looking to modernize their practice with forward-thinking marketing strategies and advanced resources for the digital age of financial services. Marc discusses the importance of innovation within the online market and shares tips on how to strengthen your client relationships. 

Brad and Marc discuss: 

  • How the pandemic has affected online advisor marketing 
  • How to gain new clients through social media 
  • Why it is important to position yourself on social media platforms
  • The importance of brand presence online when looking for new clients
  • And more

Connect With Marc Rogers:

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About Our Guest:

Marc Rogers is an established force in the financial industry. He has been mentored by professionals in the field such as Doug McDermott, the founder of The Annuity Store and key designer of the first ever fixed index annuity. Marc’s drive and knowledge is based on his teachings from top of the line industry leaders who have expertise on the ins and outs of the financial services industry. 


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41. Creating Communication Bridges with Jason Brotsky



When looking for a financial planner, it is important to find someone you trust. When handing over your finances to someone, it is extremely crucial that they are aligned with you, your goals and your long term investments.

In this episode, Brad Swineheart speaks with Jason Brotsky, managing partner of Strategic Partners Financial Group, a financial planning and wealth management firm that focuses on helping clients create their personal financial plans in accordance with their goals for now and in the future. 

Jason discusses: 

  • Why it is important to detail your communication expectations to your advisor 
  • The importance of keeping a consistent client relationship
  • What you need to know if you are thinking of selling your business 
  • Why they like hiring younger advisors
  • And more

Connect With Jason Brotsky:

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About Our Guest:

Jason Brotsky is a licensed independent advisor and currently the managing partner of Strategic Partners Financial. Jason is responsible for ensuring that all clients of Strategic Partners Group receive a consistent, exceptional experience when working with their team. In recent years, Jason has led an initiative to proactively partner with experienced legacy advisors in their community to develop succession and continuity plans for the advisors and their clients. 

 


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40. Successful Marketing Methods for Advisors to Generate Clients With Matthew Neuman



As a financial advisor, marketing towards clients and prospects can be a tricky process. 

But it shouldn’t be. Because you not only want to attract new clients but also impress the clients you already have, all while improving staff morale. 

In this episode, Brad Swineheart speaks with Matthew Newman, chief strategy officer at Advisors Excel, a marketing and communications firm focused on improving clients’ marketing practices and giving them access to proven sales strategies and tested seminar tactics. They focus on giving clients proven processes they can integrate and adapt into their own business.

Matthew discusses: 

  • Why first meetings with new clients are the most important process in a business venture
  • The mindset you need to keep improving yourself and your business ethic
  • Staffing culture strategies, operational processes and how to track profitability
  • How you can turn a small purchase into a profitable flipping business
  • And more

Connect With Matthew Neuman:

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About Our Guest:

Matthew Neuman is a financial advisor and chief strategy officer at Advisors Excel, a marketing advisor program that offers businesses and entrepreneurs access to many proven campaign strategies that will help gain prospects and clients. Matthew is known for allowing his clients to pave their own way in the business world by presenting them with small tokens that can change the way they view business processes and attitudes. With two decades of experience partnering with financial professionals, he has coached over 700 of the nation’s elite offices. Matthew is a firm believer in constantly challenging yourself, pushing yourself out of your comfort zone to try new hard things and making a difference with every move you make. 


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39. Spending More Time and Money on Marketing and Public Relations With Marie Swift



As a financial advisor, marketing and public relations may not be high on your list of must do. 

But they should be. Because you not only want to attract new clients but also impress the clients you’ve already got.

In this episode, Brad Swineheart speaks with Marie Swift, president and chief executive officer of Impact Communications, a public relations and marketing communications firm focused on the financial services industry. You will learn ways to successfully stay in front of your clients and prospects using marketing and public relations.

Marie discusses: 

  • Why advisors don’t spend enough time and money when it comes to marketing and PR
  • The strategy of read and feed in relation to marketing and education
  • What strategies are working in terms of marketing success
  • What an advisor could focus on from a digital perspective to showcase the human side of their business
  • And more

Connect With Marie Swift:

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About Our Guest:

Marie Swift is the president and CEO of Impact Communications, a full-service marketing communications firm serving a select group of independent financial advisors and allied institutions. Marie is known for bringing good ideas to financial advisors through her speeches, workshops, boot camps, webinars, podcasts, videos, and written works. A thought leader for thought leaders, she is known for bringing some of the industry’s best and brightest voices together for dialog and debate.


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28. The Growth of Business in the Virtual World with Brad Barrett



As an advisor, it is important to not be so narrowly focused with your marketing mix. It helps if you think bigger in terms of communicating and engaging with your clients.

In this episode, Brad Swineheart speaks with Brad Barrett, managing director and partner at One Capital Management, an independent private wealth advisory firm. Brad shares his business growth strategies, business obstacles, and results by integrating new marketing strategies. 

Brad B. discusses: 

  • His first failures in the virtual world and how these shaped his future
  • Overcoming the obstacle of adding webinars into his marketing mix
  • The efficiencies of virtual meetings for clients
  • The business opportunities he plans to focus on for the rest of 2021 into 2022
  • And more

Resources: 

Connect With Brad Barrett:

Connect With WhiteGlove:

About Our Guest:

Brad Barrett: Brad Barrett is a managing director and partner at one capital management and independent private wealth advisory firm. Brad is a certified financial planner who advises individuals and families on their investment and advanced planning needs. He also oversees the firm’s retirement and corporate services practice.


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Episode 25 – Start Integrating that Voice of the Client — with Guest Julie Littlechild



As an advisor, listening to your clients is absolutely vital for success.

In this episode, Brad Swineheart is joined by Julie Littlechild, founder and CEO at Absolute Engagement, to address how to uncover unmet needs and actively engage with clients and prospects.

You will learn:

  • How to start developing ‘the voice of the client’ —and input that into your strategy
  • Some of the opportunities that have emerged for advisors to get valuable client feedback
  • Key tactical initiatives that advisors should start doing today
  • And more!

Join Brad and Julie to find out how to implement strategies that are going to drive your communication strategy!

For more valuable content visit: https://whiteglove.com/captivating-advisor/

Resources: White Glove | Brad Swineheart | Julie Littlechild | Absolute Engagement